WE DIG DEEPER — AND OTHER THINGS THAT DISTINGUISH OUR APPROACH.

Understanding a firm’s unique approach to investing — if its approach is, indeed, unique — is a rich discussion. It’s also one best held in person. Here are five fundamental tenets that distinguish Westmount’s investment process and have helped land us consistently on the Barron’s and Worth lists of top 100 advisors:

AT THE POINT WHERE OTHER FIRMS ARE FINISHED, WE’RE JUST GETTING STARTED.

We simply never stop pushing to uncover strategies and asset classes that will add value to your portfolio. As a result, we connect you to many investments our peers don’t even find. We are dogged about identifying attractive opportunities ahead of the pack.

WE ADHERE TO A CONVENTIONAL APPROACH, BUT NOT RIGIDLY.

We are rigorous and thoughtful. Our investment strategies are time-tested and solidly grounded. However, when we see an opportunity to enhance your core holdings, we are not afraid to trust our analysis and judgment, built from over 25 years of experience, to depart from the conventional wisdom.

WE’RE BIG ON ALTERNATIVE INVESTMENTS.

Most firms invest their clients’ money in stocks and bonds. Period. But there are additional strategies and asset classes that can provide considerable value when added to stock and bond exposures. We have deep expertise in these alternatives, and look to incorporate them in your portfolio as a complement to more traditional holdings.

WE’RE LONG-TERM INVESTORS. MOSTLY.

In managing your nest egg, we focus on the long term. But we leave ourselves room to exploit market inefficiencies and other short-term opportunities to enhance returns or reduce risk in your portfolio.

We welcome people looking to invest in positive change.

It’s known by many names: Impact investing. Socially responsible investing (SRI). Environment, social and governance (ESG). Whatever you call it, it’s about making money while improving the world. And we’ve created a special portfolio that lets you do just that.

LEARN MORE.

We’re happy to sit down and go into greater depth about these and other facets of our investment approach. Contact us to schedule a meeting. You can also sign up for our quarterly investment reports here.